MAInternet & Digital Services
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Get what investors say about MA next
1 new call on MA this week is not on this page yet. Follow MA free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what MA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MA
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-15 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | MOI Global | Mastercard deliberately suppresses reported margins — EBIT barely moved from 51.9% in 2011 to 53.9% in 2021… |
| 2025-12-25 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Superinvestors | Mastercard operates the rails for global electronic exchange of value with secularly improving odds of being… |
| 2025-10-21 | Unknown Panelist | Bullish | CNBC Fast Money Final Trade | Early bank earnings (banks and Capital One) provide positive read-through for Mastercard ahead of its own… |
| 2023-11-30 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | INVEST : REPEAT | MasterCard earns ~34% after-tax ROE vs. ~8% for the average business, enabling high-rate compounding… |
| 2022-04-25 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | MultiCents | Mastercard earns ~34% after-tax return on capital versus the ~8% average, making it an exceptional… |
| 2022-03-20 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Value Investors Archive | Mastercard earns ~34% net margins versus the ~8-10% average business, reflecting an exceptional durable… |
| 2021-10-13 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | GuruFocus | Mastercard had only 15% of global commerce when invested in 2011 and the remaining 85% in cash/checks… |
| 2018-02-26 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | Talks at Google | Exceptional CEO character (Ajay Banga) running a payment network with durable competitive moat; bought at… |
| 2017-07-14 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | WEALTHTRACK | MasterCard is more internationally leveraged than Visa, and CEO Ajay Banga reinvests all operating leverage… |
| 2017-03-10 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Talks at Google | Mastercard earns mid-30% net margins vs single-digit industry average, operates an electronic exchange of… |
Show all 12 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2016-06-22 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | Tim Schaefer | Mastercard's long-term management orientation makes it a complementary holding within a portfolio of… |
| 2015-10-07 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | Talks at Google | 85% of global commerce remains cash, and Mastercard is converting that base through government partnerships… |
Next report: 27 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | before the open | 5.31 vs 5.32 | +4.7% |
Notable options days
Sessions in the last 120 where MA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
| 2026-08-24 | ||||||
| 2026-07-30 |
MA on the Wheel
MA passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2022–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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